CBLCX Mutual Fund

NAV$57.47

AUM$944M

TER1.66%

Holdings998

CBLCX Mutual Fund

NAV$57.47

Columbia Balanced Fund class C

AUM$944M

TER1.66%

Holdings998

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Holdings Overlap Analysis

Compare CBLCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CBLCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CBLCX Mutual Fund Overlap Analysis

CBLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CBLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 998 holdings, CBLCX may share significant positions with broad-market funds.

CBLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CBLCX tax-loss harvesting finds highly correlated but non-identical funds.